Role Description We are seeking a Business Systems Engineer to own and evolve Nada's core business systems across sales/originations, marketing, and operations. Reporting directly to our Head of Product, you will be responsible for architecting, building, and integrating the systems that power the full lifecycle of a Home Equity Agreement. The primary systems you will own include: - Lead Management / CRM - AI Dialer / Voice Automation (Lead Qual) - Loan Origination System (LOS): Salesforce - Document Management System (DMS) - Capital Management This is a high-impact, 0→1 role for someone who enjoys building systems from the ground up, improving data flow across platforms, and acting as the technical owner of our go-to-market and origination infrastructure. This role demands a deep expertise in Salesforce and managing intricate integrations with external systems. Key Responsibilities - Own Nada's GTM and origination systems architecture end-to-end, including CRM, LOS (Salesforce), dialer/voice automation, document management, and capital management systems. - Design and optimize system workflows across the full customer lifecycle (lead → offer → underwriting → closing → portfolio management), with a focus on improving conversion, speed, and operational efficiency. - Serve as the technical owner of Salesforce (LOS), ensuring scalable architecture, clean data models, and high-quality user experience for sales and operations teams. - Architect and manage integrations between our proprietary POS, Salesforce, and third-party systems (dialers, DMS, data providers), ensuring reliability, performance, and data consistency. - Identify and eliminate friction in the funnel, proactively recommending system and process improvements that increase throughput and reduce manual work. - Build and maintain automation layers (flows, triggers, APIs) to streamline operations and reduce human intervention across the origination process. - Own data integrity and system governance, including validation rules, deduplication, monitoring, and audit processes. - Partner cross-functionally with Product, Engineering, Sales, and Operations to translate business needs into scalable system solutions. - Act as the internal expert on GTM systems, advising leadership on tooling decisions, tradeoffs, and long-term architecture. Qualifications - 3–5+ years of experience in Salesforce administration, systems engineering, or business systems roles in high-growth environments. - Deep expertise in Salesforce (Certified Administrator Credential required; Advanced Admin or Platform App Builder preferred), including data modeling, automation (Flows), and system design. - Proven experience architecting and managing complex system integrations, including APIs, webhooks, and third-party platforms. - Strong understanding of lead-to-close workflows across sales, underwriting, and operations—ideally in fintech, lending, or similarly regulated environments. - Demonstrated ability to design scalable systems from 0→1 or during rapid growth phases. - Comfortable working cross-functionally and translating business requirements into technical implementations. - Strong problem-solving skills with a bias toward simplification and automation. Nice-to-Have - Advanced Certifications like Advanced Administrator - Experience working in a regulated financial environment. Location - Austin, Texas (Preferred) / Dallas, Texas - Note: Occasional travel between our Austin and Dallas hubs is expected to support collaboration between our tech and sales/originations teams. Equal Employment Opportunity Nada provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.

• Assist with project management for system maintenance and enhancements. • Support upgrades, testing, troubleshooting, and provide user training. • Collaborate with IT to resolve issues and implement improvements. • Develop, update, and implement trade policies to ensure regulatory compliance. • Monitor adherence, conduct reviews, and support audits. • Design dashboards for real-time visibility into trade operations. • Create executive-level reports summarizing metrics and performance outcomes. • Identify inefficiencies and recommend automation and systemic improvements. • Enhance data accuracy, reporting, and workflows. • Maintain accurate records for audits and compliance. • Prepare reports for internal and external stakeholders. • Develop and deliver training programs on trade tools, policies, and metrics. • Educate teams on compliance requirements and foster a culture of learning.

• Design and maintain end-to-end data architectures for analytics, reporting, and advanced data use cases across Snowflake, AWS, Databricks, and Tableau. • Define architectural standards and reference patterns that optimize performance, scale, and total cost of ownership. • Lead architectural decisions for Snowflake, Databricks, and AWS, including storage, compute separation, and workload isolation strategies. • Continuously evaluate and refine architectures to prevent overprovisioning and uncontrolled cloud spend. • Create and maintain architecture design documentation. • Design Snowflake architectures that optimize warehouse sizing, concurrency, auto‑suspend/resume, clustering, and data retention. • Implement Databricks cost controls including cluster policies, job optimization, workload separation, and efficient Spark configurations. • Architect AWS solutions with careful consideration of storage tiers, lifecycle policies, and usage‑based services. • Manage data storage and backup and recovery operations. • Manage individual product updates, cybersecurity and IT policies, and management and control of data throughout the enterprise. • Source project staff and consultants and oversee performance evaluation. • Monitor performance of cloud systems to determine cost and productivity levels and to make recommendations for improving the IT infrastructure. • Administer cloud-based infrastructure including identity and access management, user permissions, and billing optimization. • Manage data storage and access needs, create and maintain databases, and upgrade database systems and software. • Create, enhance, document, and manage continuous improvement initiatives across data architectures. • Responsible for identifying inefficiencies, proposing solutions to senior leadership, and leading the implementation of new tools, automation, and reporting frameworks that enable the team to scale and improve various systems. • Perform other duties as assigned.

• Administration and support of Windows clients and Windows servers • Support of users, end devices, printers and standard IT workstations • Participation in the support of network, firewall, VPN and security topics • Assistance in backup, recovery and restoration • Analysis and handling of faults, incidents and performance issues • Support for rollouts, migrations and infrastructure projects • Participation in the support and technical assistance of systems in the INTEGRA® environment • Support at the interfaces between infrastructure, business units and ERP-related applications • Creation, maintenance and further development of technical documentation, operational documents and instructions • Taking on clearly defined areas of responsibility including deputy arrangements • Close cooperation with colleagues, internal business units and adjacent teams